See churn risks coming, not after the fact
Account health, ticket trends, NPS swings, and expansion pipeline land in Slack on a cadence with AI call-outs.
Most CS teams spot churn risk after the renewal call. The signals were there for weeks: ticket volume creeping up, last login slipping, NPS drifting. They lived in three different tools nobody had time to check. Chartcastr surfaces those signals in your CS channel on a schedule, with a sentence on what changed and which accounts are moving.
Account health on a schedule
Composite health score from your CS platform, support tool, and product analytics. Top movers up and down get called out by name.
Churn signals before the renewal
Tickets up, logins down, exec sponsor left? Pulse flags the accounts where two or more signals shifted in the last week.
Expansion pipeline in plain view
Pull from HubSpot or Attio. Open expansion deals, weighted dollar amount, and stage progression visible to the whole CS team.
NPS and CSAT trends without the dashboard
Score movement, response volume, and a representative comment quote land in Slack. No need to log into the survey tool.
Per-segment cuts
Different Pulses for enterprise, mid-market, and SMB cohorts. Each CSM gets the slice they actually own.
QBR prep in 5 minutes
The Pulse history for an account is the QBR. Pull the chart and the AI commentary into the deck. The work is done.
What lands in your channel
What CS teams typically wire up in their first week.
Setup, end to end
- 1
Pick the source for each Pulse
HubSpot for pipeline, Zendesk via spreadsheet for tickets, Delighted or Wootric via spreadsheet for NPS, PostHog via Connected Sheets for product usage. One Pulse per signal.
- 2
Set the segment cut
Filter to the cohort you care about (enterprise, mid-market, account-named list). Different CSMs can subscribe to different Pulses.
- 3
Pick the channel and cadence
Most CS teams run a daily ticket Pulse in #cs-ops, a weekly health Pulse in #cs-leadership, and a weekly expansion Pulse in #revenue.
- 4
Tune call-out thresholds
Anomaly detection fires when ticket volume jumps more than X percent or an account drops a health tier. Defaults work; thresholds are configurable per Pulse.
- 5
Reply in thread for follow-ups
@mention Chartcastr in the Pulse thread to ask questions like "which accounts ticked up the most?" without leaving Slack.
Related reading
Common questions
How do I combine signals from multiple tools into one health score?
The lightest path: blend the inputs in Google Sheets (one row per account, columns from each source) and point Chartcastr at the result. For warehouse-heavy stacks, do the join in BigQuery and use Connected Sheets as the bridge.
Can I name specific accounts in the Pulse?
Yes. The AI summary can read the row-level data and call out the top movers by name, not just aggregate counts. Useful when "the bottom 5 accounts" is more actionable than "average score is down 4 percent".
Does this replace our CS platform?
No. Gainsight, Vitally, and Catalyst do account management work that Chartcastr does not. We replace the dashboard-checking and weekly status-build ritual on top of those tools.
Can different CSMs get different Pulses?
Yes. Filter by owner, segment, or named-account list per Pulse. Each CSM can subscribe to their own slice in their own DM channel if that fits the workflow.
Ship your first Pulse this week
Most setups take around 10 minutes from connecting a source to receiving the first scheduled delivery.
